INSIGNEO ADVISORY SERVICES, LLC
•CIK: 1964958•Filing: Q4 2025
**INSIGNEO ADVISORY SERVICES, LLC** manages $1.4B across a diversified portfolio of 759 positions. The fund exhibits significant concentration in mega-cap technology and index exposure, with top holdings including AAPL at $103.5M and SPY at $82.2M. Further substantial allocations are noted in NVDA ($57.7M), AMZN ($47.7M), and MSFT ($47.3M). This structure suggests a core investment thesis focused on established market leaders and broad market beta capture.
Total AUM
$1.4B
+ $825.0K in options
QoQ Performance
-2.1%
Positions
495
+ 3 options
Top 10 Concentration
42.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
SPY
AAPL7.4%
SPY5.9%
NVDA4.1%
AMZN3.4%
MSFT3.4%
GOOGL2.4%
NDQ2.4%
BRK/B2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.9%
Technology27.7%
ETF9.3%
Consumer7.6%
Financial7.3%
Healthcare2.1%
Communication1.4%
Industrial1.4%
🚪 Exited Positionssold since Q3 2025
+494 more exited positions
Changes from Q3 2025
NEW3 new positions
↑103 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023